We are live on ! Find out more
BAC icon

Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1526
Physicians Financial Services
North Carolina
$833K -$35.2K -1,235 -4%
PCS
1527
Personal CFO Solutions
New Jersey
$832K +$36K +1,261 +5%
KA
1528
Kovack Advisors
Florida
$831K -$26.7K -935 -3%
TSWM
1529
Tyler-Stone Wealth Management
Ohio
$831K +$826K +28,949 New
CG
1530
Corundum Group
Colorado
$830K -$247K -8,663 -23%
AWM
1531
Accurate Wealth Management
Florida
$828K +$159K +5,571 +24%
FFA
1532
First Foundation Advisors
California
$827K +$32.8K +1,149 +4%
LBC
1533
Lowe Brockenbrough & Co
Virginia
$827K
QC
1534
Quent Capital
New York
$825K +$10.8K +377 +1%
SFP
1535
Shepherd Financial Partners
Massachusetts
$824K +$31.5K +1,105 +4%
PGWM
1536
Pitti Group Wealth Management
New York
$822K +$288K +10,100 +54%
MPW
1537
Monterey Private Wealth
California
$821K -$1.71K -60 -0.2%
WAG
1538
Winthrop Advisory Group
Massachusetts
$821K -$8.19K -287 -1%
BIAS
1539
Beacon Investment Advisory Services
New Jersey
$820K -$45K -1,576 -5%
WA
1540
Wealth Architects
California
$818K -$1.4K -49 -0.2%
SIC
1541
Samalin Investment Counsel
New York
$816K -$167K -5,836 -17%
HWM
1542
Horizon Wealth Management
Illinois
$813K +$9.07K +318 +1%
MPI
1543
Mairs & Power Inc
Minnesota
$809K +$99.9K +3,500 +14%
BCM
1544
Buckhead Capital Management
Georgia
$808K -$1.26K -44 -0.2%
WSFS
1545
Wilmington Savings Fund Society
Delaware
$807K +$6.33K +222 +0.8%
GAMC
1546
Garner Asset Management Corp
Texas
$803K -$323K -11,329 -29%
CCG
1547
Cypress Capital Group
Florida
$798K -$45.1K -1,581 -5%
Wealth Enhancement Advisory Services
1548
Wealth Enhancement Advisory Services
Minnesota
$794K -$124K -4,334 -14%
SFI
1549
SPC Financial Inc
Maryland
$793K +$95.3K +3,341 +14%
TCBWMS
1550
Texas Capital Bank Wealth Management Services
Texas
$790K -$819K -28,697 -51%